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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,333 | $63,082-69.4% | $81,716-76.3% | $79,852-75.8% |
| Participation rate | 20.7% | 67.5%-46.8pp | 72.0%-51.3pp | 69.6%-48.9pp |
| Annual return | 20.68% | 22.66%-2.0pp | 29.49%-8.8pp | 31.72%-11.0pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $380 | $2,780-86.3% | $7,108-94.7% | $3,740-89.8% |
| Admin fee / account holder | $6,821 | $4,428+54.0% | $5,159+32.2% | $5,306+28.5% |